US Tech Solutions
Marketing Consultant
US Tech Solutions, New York, New York, us, 10261
Responsibilities:
Quarterly Reporting - Summary Fund Report (SFR) + Quarterly Investor Report (QFR)
Update fund level performance (SFR + QFR) and investor letter (QFR only)
Perform outreach to investment team for portfolio company data and compile quarterly company updates and financial stats, once received (QFR only)
Coordinate review by fund admin and fund governance (SFR + QFR)
Coordinate posting of reports with internal and outsourced investor services teams (SFR + QFR)
Quarterly Investor Calls
Coordinate timing of quarterly investor calls
Coordinate distribution of call details with internal and outsourced investor services teams
Compile talking points for investor update calls
Fundraising / Marketing
Pitchbook
Update deck for quarterly performance updates and other updates
Make formatting updates and create new content, as needed
Offering Memorandum Supplements
Update Offering Memorandum supplement for latest performance, new investments or other updates, as necessary
Arrange review by internal legal and external counsel and incorporate comments
Coordinate posting / distribution with Investor Services
Prospective Investor Due Diligence Requests
Assist with completion of prospective investor due diligence questionnaires (DDQs) and other diligence requests
Update PC&E-specific DDQ for latest performance and any other updates
Annual Meeting / Investor Advisory Committee Meetings
Assist with invite list generation and liaise with Brokerage events team on distribution (Annual Meeting only)
Send calendar invites to Investor Advisory Committee members for bi-annual meetings
Meeting Materials
Collect / consolidate materials from broader PC&E team
Logistics
Work closely with Brokerage events team to coordinate meeting location and other related logistics (Annual Meeting only)
Organize onsite logistics for bi-annual Advisory Committee meetings
Additional attributes
: Strong proficiency in Microsoft Excel and PowerPoint; willingness to learn, ability to multi-task and manage time effectively
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com (http://www.ustechsolutionsinc.com/) .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Quarterly Reporting - Summary Fund Report (SFR) + Quarterly Investor Report (QFR)
Update fund level performance (SFR + QFR) and investor letter (QFR only)
Perform outreach to investment team for portfolio company data and compile quarterly company updates and financial stats, once received (QFR only)
Coordinate review by fund admin and fund governance (SFR + QFR)
Coordinate posting of reports with internal and outsourced investor services teams (SFR + QFR)
Quarterly Investor Calls
Coordinate timing of quarterly investor calls
Coordinate distribution of call details with internal and outsourced investor services teams
Compile talking points for investor update calls
Fundraising / Marketing
Pitchbook
Update deck for quarterly performance updates and other updates
Make formatting updates and create new content, as needed
Offering Memorandum Supplements
Update Offering Memorandum supplement for latest performance, new investments or other updates, as necessary
Arrange review by internal legal and external counsel and incorporate comments
Coordinate posting / distribution with Investor Services
Prospective Investor Due Diligence Requests
Assist with completion of prospective investor due diligence questionnaires (DDQs) and other diligence requests
Update PC&E-specific DDQ for latest performance and any other updates
Annual Meeting / Investor Advisory Committee Meetings
Assist with invite list generation and liaise with Brokerage events team on distribution (Annual Meeting only)
Send calendar invites to Investor Advisory Committee members for bi-annual meetings
Meeting Materials
Collect / consolidate materials from broader PC&E team
Logistics
Work closely with Brokerage events team to coordinate meeting location and other related logistics (Annual Meeting only)
Organize onsite logistics for bi-annual Advisory Committee meetings
Additional attributes
: Strong proficiency in Microsoft Excel and PowerPoint; willingness to learn, ability to multi-task and manage time effectively
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com (http://www.ustechsolutionsinc.com/) .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.